Online Stock/Mutual Fund Gift Intention Form

 

This form serves as notification of your intention to make a gift of stock to CJP. It is important that we are notified prior to every stock transfer, in order for us to accurately identify, allocate, and acknowledge your gift.

Note that this form cannot be used for donating restricted stock or stock traded on non-U.S. markets; as well as creating life income gifts or transfer of physical stock certificates. To make such gifts, or if your gift involves special considerations or instructions, please contact Conrad Cheung, Manager of Investments and Banking Operations at conradc@cjp.org or 617-457-8517.

  Contact Information

If you have previously registered, please to prepopulate your information.

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Fund Name

By default, donations are unrestricted and provide the maximum benefit to CJP's Annual Campaign. If your gift is intended for a specific Donor Advised Fund or Endowment Fund, please enter the full name below.

   


 

Gift Details

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Broker Information

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